Analysts Cut FICO, FSLR Targets; Health Names Get Boosts

Analysts trimmed targets on two high-profile names Thursday while managed care stocks caught a bid from Wall Street.

FICO took the steepest cut. Consensus target prices fell from $1,534 to $1,504. The scoring giant carries SI % FF of 9.8%, suggesting bears are already on watch. The stock has 16 buy ratings, making the target trim notable against an otherwise bullish backdrop.

First Solar also saw its consensus target dip, from $256 to $253. Solar stocks have faced headwinds from energy policy uncertainty. Short interest stands at 9.6% of free float, one of the higher readings in the clean energy space.

In managed care, Cigna received an upward target revision, with consensus moving to $342. Humana saw a recommendation removed, leaving its consensus at $407. Both names carry low short interest below 4%, reflecting limited bearish pressure in the sector.

Mastercard scored a target lift to $650 from $644. Analysts remain overwhelmingly bullish with 38 buy ratings. Bristol-Myers Squibb also got a target bump to $64, offering one of the more surprising positive revisions in pharma this session.

Air Products and Corteva both saw modest upward target revisions, rounding out a mixed but broadly constructive day for analyst activity.